International Tax Services for Businesses and Individuals

Cross-border tax rules are some of the most complex in the Internal Revenue Code, and some of the most heavily penalized. A missed information return can carry a $10,000 penalty even when no tax is owed. Most local firms don’t handle this work regularly, so it often gets referred out to large firms with large-firm fees.

I bring big name international tax experience to growing businesses and individuals who need that expertise without a Big-4 bill.

For businesses

Whether you are expanding or just looking for efficiencies, we present a comprehensive suite designed to facilitate operational excellence and accuracy.

  • Form 5471 preparation, Subpart F income, and NCTI (formerly GILTI) calculations under the One Big Beautiful Bill Act.

  • Form 1118, expense allocation and apportionment, and high-tax exclusion analysis.

  • Forms 8865 and 8858

  • Form 5472 and related reporting

For individuals

It’s a smaller world yet the regulatory environment has never been so complex. Don’t get caught with a steep penalty; missing filings can lead to this and keep your return open, leaving you exposed.

  • Reporting for foreign bank and financial accounts.

  • Form 8621 for foreign mutual funds, ETFs, and holding company shares, including QEF and mark-to-market election analysis.

  • Form 1116 for foreign wages, dividends, pensions, and rental income

Frequently Asked Questions

  • Generally, if the combined balance of your foreign financial accounts exceeded $10,000 at any time during the year, an FBAR is required. Form 8938 has separate, higher thresholds, and many people need to file both.

  • Most non-U.S. mutual funds and ETFs are. Shares in a foreign operating company can also become PFIC stock if the company’s income or assets are mostly passive.

  • Before you form it. Entity choice, check-the-box elections, and intercompany arrangements are much easier to get right at the start than to unwind later.